Lorraine Kuo

AAA

16 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Invesco

Professional background

Sell-side Analyst, DEUTSCHE Bank. Investment Analyst, Manulife Asset Management. Credit Analyst, Credit Lyonnais Taipei.

Educational background

Master of International Affairs degree, Columbia University. Bachelor of Economics degree, National Taiwan Unviersity.

Performance

4.31%

Manager Annualised Return Since Inception

2.36%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

4.31%

2.36%

1.95%

10Y

3.68%

2.37%

1.31%

-5.57%

-0.01%

-5.56%

*Inception date: 12/31/2006

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Invesco Greater China

Adhere to a purely bottom-up investment process with a preference for private enterprises. Focus on companies with sustainable leadership and competitive advantages which we believe are trading a discount to their fair values.

Benchmark
MSCI China, Net USD

Class
Class A Acc

ISIN
LU0048816135

AUM
516,813,533.01 €

Ongoing Charges
2.02%